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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

303 hedge funds and large institutions have $2.72B invested in iShares Ultra Short Duration Bond Active ETF in 2020 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 102 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+32
Holders Change %
+11.81%
% of All Funds
5.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.67%
New
71
Increased
102
Reduced
98
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
$131M
2
BlackRock
BlackRock
New York
$110M
3
SW
SVB Wealth
Massachusetts
$285M
4
CCA
Clearwater Capital Advisors
Illinois
$35.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$432M

Top Sellers

1
TC
TownSquare Capital
Utah
$8.9M
2
BWM
Baystate Wealth Management
Massachusetts
$41.6M
3
Osaic Holdings
Osaic Holdings
Arizona
$10.5M
4
BWL
Bogart Wealth LLC
Virginia
$31.8M
5
MMA
Miracle Mile Advisors
California
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Capital Advantage
California
$15.8M -$1.06M -21,032 -6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$15.1M +$5.92M +117,214 +64%
ACA
28
Aptus Capital Advisors
Alabama
$14.7M +$3.06M +60,591 +26%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$14.6M -$4.41M -87,324 -23%
SFS
30
Searcy Financial Services
Kansas
$14.3M +$600K +11,884 +4%
OSNBOA
31
Old Second National Bank of Aurora
Illinois
$13.8M -$5.2K -103 -0%
SSWM
32
Smith Salley Wealth Management
North Carolina
$13.8M +$2.35M +46,505 +21%
Stifel Financial
33
Stifel Financial
Missouri
$13.5M +$10.6M +210,241 +363%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$12.8M +$1.69M +33,414 +15%
LK
35
Lumbard & Kellner
New Hampshire
$12.4M -$262K -5,186 -2%
HCM
36
Hengehold Capital Management
Ohio
$12M -$209K -4,132 -2%
HCIA
37
Hochman Cole Investment Advisors
Illinois
$11.8M +$1.85M +36,521 +19%
EIA
38
Edgemoor Investment Advisors
Maryland
$11.8M -$1.01M -19,967 -8%
SSWG
39
Seven Springs Wealth Group
Tennessee
$11.3M -$212K -4,187 -2%
BWA
40
Burt Wealth Advisors
Maryland
$11.3M +$2.8M +55,391 +33%
RPSA
41
Richard P. Slaughter Associates
Texas
$11.1M +$1.16M +22,982 +12%
DCM
42
Donaldson Capital Management
Indiana
$10.6M +$3.83M +75,803 +56%
Osaic Holdings
43
Osaic Holdings
Arizona
$10.5M -$13.6M -269,381 -56%
OWA
44
Octavia Wealth Advisors
Ohio
$9.73M +$9.73M +192,547 New
EVM
45
Eaton Vance Management
Massachusetts
$9.35M +$9.35M +184,976 New
TC
46
TownSquare Capital
Utah
$8.9M -$31.6M -625,292 -78%
CTA
47
Chesley Taft & Associates
Illinois
$8.65M +$4.41M +87,250 +104%
DI
48
DFPG Investments
Utah
$8.11M +$1.11M +21,985 +16%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$7.93M -$737K -14,598 -9%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$7.75M -$388K -7,676 -5%
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